Projects can be created in OBeer and attached to transactions for reporting purposes. For example, if you have expenses from various salespeople you can create projects to later report on an individual (each sales person) or groups (sales, accounting, production, etc). Each client uses projects differently, but once the functionality/reporting options is understood, clients can use projects as they see fit.
1. Setup:
To set up Projects, first go to Administration > Setup > Financials > Projects:
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Continue adding all other codes you wish to add.
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B. Attaching to New/Existing Journal Entries
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To add it to a new Journal Entry, simply follow the same instructions to add the project code prior to adding the new JE.
B. Attaching Projects to a Business Partner
Another option while using projects is to attach them to a Business Partner. Then whenever a transactions involving that business partner is added, the balance is associated to that Business Partner.
To do so, bring up your Business Partner in the BP Master Data (Business Partners->Business Partner Master Data).
In the General tab, assign the project in the 'BP Project' field.
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Only the BP balance on the JE will be associated with the project and not the other lines |
3. Reporting
There are two reports available for Projects in OBeer. The first one is created by SAP and is called "Transaction Report by Projects" and the second is created by Orchestra titled "Transactions by Project."
a. Transaction Report by Projects
Financials > Financial Reports > Accounting > Transaction Report by Projects
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Here is an example of how the report displays with the PROD project attached to the JE above:
b. Transactions by Project
Financials > Financial Reports > Orchestrated Reports > Transactions by Project
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